SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?


To: Marc who wrote (2316)4/10/2000 9:59:00 AM
From: MGV  Read Replies (1) | Respond to of 2542
 
Anyone besides me like SCI Systems? They just picked up high end, high margin server business from Dell. Their HP business is doing very well and their Nortel board assembly business is outstanding.
The turnaround appears to be accelerating. The valuation is discounted to the average of the top tiers.